Announcing DataPrep 2.0 Beta!

Announcing DataPrep 2.0 Beta!



Being data-driven is an important end goal for all organizations, because when businesses can manage, analyze, and make actionable decisions based on data, they have a competitive advantage.
With that said, how confident are you in making business decisions based on your business data? How clean is your CRM data? Or how much time is spent on manual data cleansing and preparation? 

To help you solve these problems, we're pleased to announce the release of the DataPrep 2.0 public beta! With this new version, it's now even easier to build an end-to-end pipeline and have complete control over the quality and movement of your data.

What's new in 2.0?



Visual pipeline builder 

The all-new pipeline canvas lets you design a seamless end-to-end data flow. Earlier, you were limited to working with a single dataset at a time—but now data can be fetched from multiple sources, more than one dataset can be prepared and used simultaneously, and the data can be exported to multiple destinations. This helps businesses visualize data flows better, simplify complex workflows, and work with data with more confidence.

Unified scheduling of end-to-end pipelines

A massive upgrade has been made to our scheduling feature. In DataPrep 1.0, the sources and destinations had separate schedules which had to be manually managed by staggering the schedule timing, which was hard. But with 2.0, the scheduling can now be set up at the pipeline level. A single unified schedule can be used to manage imports, processing, and exports for all sources and destinations within the pipeline.

Monitor jobs with ease

With automated pipelines, data transfer happens around the clock. Sometimes, there can be issues with fetching data, and the data transfer can fail. But with jobs, you can easily monitor failed jobs with granular details and identify the points of failure. This ensures your organization doesn't miss out on any valuable data. 

Comprehensive version history

Maintain a complete audit trail with version history. Working with data can be challenging; but with the help of this feature, you can easily track changes and run experiments to get more out of your data. Not happy with your experimental changes to data? Easily switch back to the previously published version with the click of a button. 

Backfill your data effortlessly

There can be outages in the data pipeline, this can be due to source or destination failure, changes in the data or model requiring changes in the preparation steps, and can take a while to be restored. However there is no easy way to catch up on processing the data during the outage, to solve this we are now introducing the Backfill feature. The backfill feature can be used to fetch data and simulate a scheduled process for a selected period of time. For example, if there was an outage of 2 days on a pipeline that was setup to run every hour. With backfill, you can now create a configuration to process all that data by simulating the schedule process for the missed two days, this will create 48 new jobs that will run in sequence and process the missed data for two days.

Efficient row processing with incremental fetch

In every scheduled run, choosing the incremental fetch option fetches only the new and updated data from the source for processing.  This was available for few sources in 1.0, but we're expanding the support to all data sources in 2.0. Incremental fetch job runs faster, compared to full fetch as only the newly added rows are processed, also making it more cost effective. 



Transforms made simple with OpenAI 

Our new transforms, powered by OpenAI, help generate complex formulas based on logic written in simple English or transform data based on the sample output given. This simplifies the data preparation process and makes Zoho DataPrep more accessible, even for organizations that don't have a dedicated data analyst team. 



Create instant pipelines with templates 

We built DataPrep with a vision of helping businesses, big or small, have better access to all their business data—but we understand that the data game can be tricky when you're starting out.
To keep our vision alive and to help everyone start using their business data better, we've built a template gallery based on various business use cases that can easily be used to create a pipeline architecture. Just click on the template to add the formula instantly and transforms needed for the data workflow.

You can also save your own data pipelines as templates to make recreating pipelines easier or to apply the data pipeline over a different set of data. You can also share the data pipelines with your organisation or export them as files to share across different organisations.




New dashboard showcasing your pipeline status

Our new and improved dashboard shows the status of all your pipelines instantly. Easily monitor your scheduled runs, identify failed jobs, and ensure your data is up-to-date in your system. 



Make data movement easier with other business applications


We are expanding the list of data connectors supported in Zoho DataPrep and as a start we have released the Zoho Creator integration. 




Migrating data into Zoho Creator, as well as seamlessly moving data between various modules within your custom Creator app, has been made easy with DataPrep. 

As more organizations are adopting SaaS products in their tech stack, in order to make data more available, we're opening up integrations with HubSpot, Salesforce, and SurveyMonkey, as well as many more Zoho products, in the next couple of months. Stay tuned for more data connectors in Zoho DataPrep!

Can't wait to try DataPrep 2.0?
All our existing customers can access the Beta version right from within their DataPrep home page. The Beta is not available for Zoho One users yet, but if you want to try out the Beta on a standalone account, contact us at customersuccess@zohodataprep.com 

Zoho DataPrep is designed to make data preparation and movement easy. With DataPrep 2.0, we have completely revamped our product with the new pipeline builder, unified schedules, pipeline templates and universal incremental fetch that lets you easily manage complex data preparation jobs and data movement.  We've also included 50+ other updates to help you clean, prepare, and monitor your business data effortlessly. 

Check out all updates in 2.0

    • Recent Topics

    • ID:2406331

      Hello, I have sent the form (ID:2406331) but no answer after two days. This is a paid subscription, I am not allowed to use the eighth paid slot of 50GB email space anymore, only 7 are being used. Is anyone going to help me please so I can use the eighth
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • Approval Workflow for Purchase Orders Abrir

      The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following
    • Zoho Desk - Event Calendar View

      Hi Desk team, Are there any plans to introduce a calendar or timeline view for Events in Zoho Desk? It would be very helpful if we could see Events visually in a calendar and/or timeline. This is very helpful when desk side support activities need to
    • Notebook on Mac: Fuzzy fonts in list view

      Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. Attached
    • Trigger workflows from SLA escalations in Zoho Desk?

      Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket
    • Zoho CRM Email Templates 100% Width No Background How?

      Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 
    • ZOHO CRM Quote Export / Quote Report

      How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields
    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM
    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
    • Re-Apply SLA When Ticket Reopened from Closed Status?

      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.
    • Adding a Mark Up

      Can you use the discount column to be a mar up column on estimates and invoices?
    • URGENT. Recovering email without eArchive

      Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!
    • Subscription Statuses - Dunning

      How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process
    • Logo Doesnt appear on email

      Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanks
    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!
    • Non-Avalara Tax Automation wtih Zoho Books

      We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We
    • Migrating to the new outgoing webhook model in Zoho Connect

      Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networks
    • Create formula calculations in Assemblies for scaling quantities

      Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly
    • Lastest update

      The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else having
    • Is it possible to make tags "required"

      We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each
    • Tip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'

      Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.
    • What matters more in Zoho implementations: tools or system architecture?

      I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplier
    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
    • [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

      Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across
    • Deposit on invoice

      I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer
    • Zoho NOTEBOOK: What are file size restrictions?

      I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audio
    • Concern Regarding Stock Validation in Inventory Management

      Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or
    • Automation Series #2: SLA vs Supervisor Rule in Zoho Desk

      SLA vs Supervisor Rule: Keeping tickets on track in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations
    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka
    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't
    • Notebook AI limits

      Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and
    • Disappointment with Zoho Payments

      Dear Gowdhaman, I am writing to inform you that I am removing Zoho Payments from my website. I cannot continue to disappoint my customers due to the lack of UPI support, as has been the case with my experience so far. Please note that the 0.5% transaction
    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show
    • Exporting All Custom Functions in ZohoCRM

      Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way
    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from
    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you
    • Next Page